LIFT Income Fund
The fund’s objective is to achieve recurring income through medium-term capital appreciation by globally investing in fixed income and equities. The maximum exposure to equities that the fund can have is 30% of the portfolio. The fund follows the United Nations Principles of Responsible Investment (UNPRI).
Investments are made in stocks, bonds, and monetary assets on a global scale. The investment selection is conducted following the value investing investment principles, combined with the deep analysis and the strict investment process used in Private Equity.
Even though LIFT’s team is specialized in consumption, industrial, holdings, health, real state, and infrastructures, the portfolio’s investments are diversified into a wide array of sectors.
|FECHA||FONDO1||FONDO2||FONDO 3||FONDO 4||FONDO 5||FONDO 6||FONDO 7|
|Data at||Data at 31/05/2023||Data at 31/05/2023||Data at 31/05/2023||Data at 31/05/2023||Data at 31/05/2023||Data at 31/05/2023|
Source: LIFT Investment Advisors EAF. Past returns are not a true indicator of future returns.
|Name of the fund||DIP – LIFT Income Fund|
|Category||DIP LIFT Income|
|Asset manager||A&G Fondos SGIIC|
|Advisor||LIFT Investment Advisors EAF|
|ManCo||Adepa Asset Management|
|Minimum stock subscription||1 share|
|Management fee||1,25% per year|
LIFT Global Value Fund